Sales Person Dashboard
Tyler Smolens — Sales Dashboard
HQ Sales · Commercial Office focus · Phase 1
10:24 AM
Thursday, July 30
Developments of the day
Check this first — fresh signals that could change today's or this week's schedule
Daily & weekly KPIs
Quantity first — 6 meaningful interactions/day is the floor, 10 is the goal
Events today
Target: 3 / day
1 / 3
Quantity over quality
In-person meetings today
Target: 3 / day
1 / 3
Face-to-face only
Meaningful interactions
Min 6 · Ideal 10 / day
4 / 10
Note: may be measured by stage transition
Today
$0 / $1,000
This week
$0 / $7,500
This month
$0 / $30,000
This quarter
$0 / $90,000
Prospective leads
Advance a lead's stage, or open the Playbook for guidance on the next move
| Account | Category | Contact | Source | Stage | Next follow-up | Action |
|---|
Weekly calendar
Sunday–Thursday · 8 AM–5 PM
Weekly analysis digest
Auto-summarized from the pipeline and relationship tracker above
Daily schedule
8:00 AM – 8:00 PM · NAOP event days override this entirely
8–9 AM: Prospecting hour — Developments review, then the LinkedIn Sales Navigator playbook (scan today's relevant posts, reach out to engagers via mutual connections), then lock in the day.
·
9 AM–5 PM: flexible mix of developing and actually holding meaningful interactions — target 6+ today, client-treat budget available for coffee/lunch meetings.
Acquisitions value ladder for context: $1,000/day · $7,500/week · $30,000/month · $90,000/quarter.
Stale leads
Red leads — no meaningful touch in over 7 days. Work this list when the pipeline is out of green and yellow leads.
Pipeline playbook
What to do to move a lead to its next stage